Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
SPFA
5501
Summit Place Financial Advisors
New Jersey
$121M +$13.8M +13% 92
GPFA
5502
Game Plan Financial Advisors
Ohio
$121M +$2.86M +2% 103
TC
5503
TAGStone Capital
North Carolina
$121M +$13.5M +13% 77
KLCMU
5504
Kite Lake Capital Management (UK)
United Kingdom
$121M +$21.5M +22% 10
GA
5505
GraniteShares Advisors
New York
$121M -$2.18M -2% 172
FWS
5506
FinDec Wealth Services
California
$121M 41
MSAGDF
5507
Moneda SA Administradora General de Fondos
Chile
$121M -$3.01M -2% 43
WFA
5508
Wells Financial Advisors
Massachusetts
$121M +$17.6M +17% 69
CWM
5509
Cherrydale Wealth Management
New Jersey
$121M +$12.4M +11% 40
BIM
5510
Bullseye Investment Management
Ohio
$121M +$29M +32% 59
WQ
5511
Wealth Quarterback
New Jersey
$121M +$26.6M +28% 120
PFG
5512
Piershale Financial Group
Illinois
$121M -$12.6M -9% 301
UAM
5513
Unison Asset Management
Florida
$121M +$9.49M +9% 36
DS
5514
Dalal Street
Texas
$121M +$21.8M +22% 4
WI
5515
WJ Interests
Texas
$120M +$8.36M +7% 72
BHCM
5516
Boulder Hill Capital Management
New York
$120M -$11.3M -9% 245
FAM
5517
Family Asset Management
South Carolina
$120M 164
GAA
5518
Green Alpha Advisors
Colorado
$120M +$2.33M +2% 149
FU
5519
Fairfield University
Connecticut
$120M +$4.05M +3% 4
WPWM
5520
Western Pacific Wealth Management
Illinois
$120M +$23.2M +24% 306
FWM
5521
Fortress Wealth Management
California
$120M +$21.8M +22% 59
CP
5522
Caligan Partners
New York
$120M 11
CIA
5523
Cascade Investment Advisors
Oregon
$120M +$3.77M +3% 112
APC
5524
Asset Planning Corporation
Tennessee
$120M +$13.2M +12% 39
SA
5525
Syntax Advisors
New York
$120M +$3.07M +3% 234